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Dimensional Inflation-Protected Securities ETF
DFIP

128 hedge funds and large institutions have $585M invested in Dimensional Inflation-Protected Securities ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

148% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 27

43% more funds holding in top 10

Funds holding in top 10: 14 → 20 (+6)

16% more funds holding

Funds holding: 110 → 128 (+18)

11% more capital invested

Capital invested by funds: $527M → $585M (+$58.2M)

5.61% more ownership

Funds ownership: 67.3% → 72.9% (+5.6%)

Holders
128
Holders Change
+18
Holders Change %
+16.36%
% of All Funds
1.69%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.26%
New
27
Increased
67
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FOA
Five Oceans Advisors
California
+$5.39M
2
FTUS
Flow Traders U.S.
New York
+$4.36M
3
FFO
Fortitude Family Office
Arizona
+$4.33M
4
LEFP
Leading Edge Financial Planning
Tennessee
+$4.06M
5
SIM
Stratos Investment Management
Ohio
+$3.93M

Top Sellers

Rank Fund Capital Flow
1
B
BetterWealth
California
-$6.6M
2
TIAM2
Tru Independence Asset Management 2
Oregon
-$2.23M
3
SCM
Saxony Capital Management
Missouri
-$2.12M
4
KA
Klingman & Associates
New York
-$2.02M
5
LFG
Larson Financial Group
Missouri
-$1.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
76
Prosperity Capital Advisors
Ohio
$682K +$55.4K +1,342 +9%
SCM
77
Saxony Capital Management
Missouri
$639K -$2.12M -51,313 -76%
FWP
78
Firethorn Wealth Partners
Georgia
$608K +$7.88K +191 +1%
AC
79
Applied Capital
Arkansas
$607K +$8.34K +202 +1%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$588K +$60.3K +1,461 +11%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$581K -$34.6K -838 -6%
BH
82
Burk Holdings
Oklahoma
$531K +$541K +13,113 New
DAS
83
Dynamic Advisor Solutions
Arizona
$528K +$85.8K +2,078 +19%
MWM
84
Modera Wealth Management
New Jersey
$520K +$530K +12,833 New
VH
85
Visionary Horizons
Tennessee
$493K +$16.3K +395 +3%
APC
86
Aspire Private Capital
North Carolina
$433K +$27.8K +674 +7%
NA
87
Note Advisors
New York
$430K +$438K +10,619 New
HWM
88
HFG Wealth Management
Texas
$424K +$7.8K +189 +2%
SF
89
SageOak Financial
Oklahoma
$403K +$410K +9,944 New
TWCA
90
Two West Capital Advisors
Kansas
$401K +$37.7K +914 +10%
DWM
91
Drive Wealth Management
Utah
$374K -$50.3K -1,219 -12%
GJIA
92
Glass Jacobson Investment Advisors
Maryland
$371K +$25.7K +622 +7%
SIG
93
Spinnaker Investment Group
California
$359K -$289K -7,013 -44%
SA
94
Stewardship Advisors
Pennsylvania
$345K +$59.9K +1,452 +21%
SHFA
95
SC&H Financial Advisors
Maryland
$315K +$124 +3 +0%
LIA
96
Lynx Investment Advisory
District of Columbia
$307K +$2.02K +49 +0.7%
Betterment LLC
97
Betterment LLC
New York
$289K +$65.7K +1,592 +29%
FFG
98
First Financial Group
North Carolina
$261K +$266K +6,445 New
LG
99
LAM Group
Oregon
$250K -$43.3K -1,050 -15%
VAS
100
Vestmark Advisory Solutions
Massachusetts
$238K +$7.06K +171 +3%
2 3
4
5 6

DFIP Hedge Fund Activity: Q4 2024 in Review

128 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Inflation-Protected Securities ETF (DFIP) for Q4 2024, worth a combined $585M — up 11% from $527M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFIP positions and 8 closed out — a net gain of 19 holders — while 67 added to existing stakes and 27 trimmed.

The largest buyer was Five Oceans Advisors, adding an estimated $5.39M. The largest seller was BetterWealth, exiting entirely with an estimated $6.6M sold.

  • 128 institutional investors held Dimensional Inflation-Protected Securities ETF (DFIP) as of Q4 2024, up from 110 in Q3 2024.
  • Funds reported $585M of Dimensional Inflation-Protected Securities ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 27 funds opened new Dimensional Inflation-Protected Securities ETF positions in Q4 2024 and 8 closed out, a net change of +19 holders.
  • The largest Dimensional Inflation-Protected Securities ETF buyer in Q4 2024 was Five Oceans Advisors, an estimated $5.39M added.
  • The largest Dimensional Inflation-Protected Securities ETF seller in Q4 2024 was BetterWealth, an estimated $6.6M sold.

Based on aggregated 13F filings for Q4 2024.